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TRIAVERA CAPITAL LLC

LARKSPUR, CA · CRD 329548 · IAPD ↗ · 628-345-4922

$220.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2025 — TRIAVERA CAPITAL LLC (LARKSPUR, CA) is newly SEC-registered with $198.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.